POLCX – Polar Capital Emerging Mkt Ex-Chn Strs Fund Stock Price | Morningstar

Morningstar

NAV / 1-Day Return 12.16 / +0.83 %
Total Assets 1.2 Mil
Adj. Expense Ratio

1.000%
Expense Ratio 1.000%
Distribution Fee Level Below Average
Share Class Type No Load
Category Diversified Emerging Mkts
Investment Style —
Min. Initial Investment 5,000
Status Open
TTM Yield 0.00
Turnover 22%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:33 AM GMT+0

Will POLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the POLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of POLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Polar Capital Emerging Mkt Ex-Chn Strs's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date —
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

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